Muamer Maksumic (CRD# 5966502) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Parker, CO and has over 12 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
U.s. Bancorp Investments, Inc. | Parker, CO | Oct 2021 - Current | 2 |
Wells Fargo Clearing Services, LLC | Lone Tree, CO | Nov 2016 - Oct 2021 | 4 |
Wells Fargo Bank, N.a. | Lone Tree, CO | May 2010 - Oct 2021 | 11 |
Wells Fargo Advisors LLC | Lone Tree, CO | Aug 2011 - Nov 2016 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2011 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- CO
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Total Assets Under Management15,875MILLIONS
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Total Number of Accounts60,028ACCOUNTS
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Average Account Value$264,455
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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